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Naviter Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Naviter Wealth’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.4M Buy
384,843
+205,534
+115% +$31.4M 5.48% 2
2026
Q1 		$24.8M Sell
179,309
-11,410
-6% -$1.64M 3.1% 6
2025
Q4 		$27M Sell
190,719
-121,080
-39% -$17M 3.52% 5
2025
Q3 		$43.1M Buy
311,799
+35,696
+13% +$4.74M 5.02% 2
2025
Q2 		$35.5M Buy
276,103
+121,562
+79% +$14.6M 4.37% 3
2025
Q1 		$18M Sell
154,541
-4,023
-3% -$482K 2.18% 8
2024
Q4 		$18.6M Buy
158,564
+103,962
+190% +$12.5M 2.25% 7
2024
Q3 		$6.53M Sell
54,602
-6,817
-11% -$781K 0.91% 23
2024
Q2 		$6.9M Sell
61,419
-8,288
-12% -$911K 1.03% 20
2024
Q1 		$7.68M Sell
69,707
-87,447
-56% -$9.18M 1.26% 15
2023
Q4 		$16M Buy
157,154
+130,257
+484% +$12.5M 3.22% 4
2023
Q3 		$2.48M Sell
26,897
-557
-2% -$53.4K 0.6% 37
2023
Q2 		$2.63M Buy
27,454
+4,049
+17% +$376K 0.67% 31
2023
Q1 		$2.13M Sell
23,405
-69,420
-75% -$6.19M 0.75% 26
2022
Q4 		$8.39M Buy
92,825
+85,654
+1,194% +$7.21M 2.3% 10
2022
Q3 		$558K Buy
+7,171
New +$619K 0.23% 111

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Naviter Wealth's ACWI Position: Q2 2026 in Review

Naviter Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 115% in Q2 2026, buying an estimated $31.4M and bringing the position to 384,843 shares worth $60.4M. The position accounts for 5.48% of the portfolio, ranked #2.

Naviter Wealth first reported a position in ACWI in Q3 2022 and has held it in 16 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Naviter Wealth held 384,843 shares of iShares MSCI ACWI ETF worth $60.4M as of Q2 2026.
  • Naviter Wealth bought 205,534 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $31.4M.
  • iShares MSCI ACWI ETF made up 5.48% of Naviter Wealth's portfolio in Q2 2026, its #2 holding.
  • Naviter Wealth first reported a position in iShares MSCI ACWI ETF in Q3 2022 and has held it in 16 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.